Tillar-Wenstrup Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Tillar-Wenstrup Advisors’s Portfolio SPTM Stock Details SPTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-187,744	Closed	-$8.88M	–	25
2022 Q4	$8.88M	Sell	187,744 -42,961	-19%	-$2.04M	4.29%	11
2022 Q3	$10.2M	Buy	230,705 +12,226	+6%	+$599K	5.08%	8
2022 Q2	$10.2M	Buy	218,479 +6,499	+3%	+$328K	5.08%	5
2022 Q1	$11.8M	Buy	211,980 +99,835	+89%	+$5.47M	5.64%	5
2021 Q4	$6.55M	Buy	112,145 +2,354	+2%	+$133K	3.09%	16
2021 Q3	$5.82M	Sell	109,791 -1,990	-2%	-$108K	2.69%	17
2021 Q2	$5.92M	Sell	111,781 -110,199	-50%	-$5.7M	2.7%	18
2021 Q1	$10.9M	Buy	221,980 +1,805	+0.8%	+$86.3K	5.33%	7
2020 Q4	$10.1M	Buy	220,175 +949	+0.4%	+$41.4K	5.26%	7
2020 Q3	$8.96M	Buy	219,226 +8,207	+4%	+$332K	5.2%	9
2020 Q2	$7.97M	Buy	+211,019	New	+$7.55M	4.83%	10

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Tillar-Wenstrup Advisors's SPTM Position: Q1 2023 in Review

Tillar-Wenstrup Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2023, closing a stake of 187,744 shares — an estimated $8.88M sold.

Tillar-Wenstrup Advisors first reported a position in SPTM in Q2 2020 and held it in 11 quarters. The position peaked at $11.8M in Q1 2022. 483 funds tracked by Wall St. Rank hold SPTM as of Q1 2023.

Tillar-Wenstrup Advisors reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2023 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 187,744 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2023, an estimated $8.88M.
Tillar-Wenstrup Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2020 and held it in 11 quarters.
Tillar-Wenstrup Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $11.8M in Q1 2022.
483 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2023.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2023.